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Deliver Membership Plan Success Now with Plan Forward
You face new challenges every day, we give you the platform and the support to overcome them with member management, automated payments & renewals and robust reporting.
Make Decisions On Membership With Data & Analytics
Plan Forward Essential: still the best way to enroll your patients and automate payments & renewals. Now with analytics.
Plan Forward Advanced: with PMS Integration, track plan usage & KPIs like treatment acceptance & show rate by member.
Easily create and price your membership plans
Increased revenue for your practice or group through shared savings and predictable cash flow with stable payments.
Ease the burden of administering your plans
More time to focus on patients by saying goodbye to calling patients to renew, and sidesheeting to track plan usage.
Integration to 20 PMS platforms
360° visibility into your membership patients to make informed decisions based on world class analytics.
Identify Revenue Opportunities already in your PMS
Identify patients who are candidates for your membership plan, and allow the technology to do the marketing for you. Convert your uninsured and activate dormant patients.
Who We Built Plan Forward For
Patients
Office Managers
Dentists
The Uninsured
Front Office Teams
Multi-Location practices
Dental Assistants
Practice Administrators
Hygienists
Financial Coordinators
How O2 Smiles quickly scaled to $145,156 ARR with Plan Forward
Challenge: Retain new patients and improve recare
O2 partnered with Plan Forward to boost retention with their 6 office locations in North Carolina. They were above the industry average for new patients, but these patients never returned for further care. It was a leaking bucket and creating stress for their team to constantly earn new patients.
We helped them keep their new patients and build practice loyalty.
Solution: 420 new members in one year, >$145,000 in annual recurring revenue!
Maximize Your Potential – Without Extra Work
Our team is here to help you maximize your dental practice potential with industry-leading support, expert coaching, automated payments, analytics and KPIs – and did we mention – Integration! Your PMS runs the day to day practice operations and now your membership plan integrates too.
Custom In-house Plan
Every practice is unique and we understand that. We don’t force you into a cookie-cutter plan, we help you build your own – then provide the tools to make it easy.
Roadmap & Strategy
We partner you with a dedicated support specialist to help you create a strategy for your fees, your enrollment, and a growth roadmap. Your success is our success.
Easy Enrollment
With Plan Forward’s marketing stack – we’ll help you add the enrollment form to your website, or build a landing page for you. Fast & Easy!
Forward Thinking Analytics
Which services where used and when; how much treatment was accepted? With Plan Forward Advanced, you’ll have answers and data to drive growth decisions.
Award Worth Support
Did we mention all the free marketing support that’s included to help you spread the word? Social posts, brochures, flyers, a landing page, and email campaigns – we are invested in your growth.
Automation & Integration
Automation of all patient notifications and renewals via text and/or email. Payments are posted automatically making accounting and tracking revenue a breeze.
Plan Forward Advanced PMS Integrates With:
Dentrix G4, 5, 6, 7
Dentrix Enterprise
Open Dental
EagleSoft
Dentrix Ascend
Denticon
Curve Dental
SoftDent
Cleardent
Maxident
Power Practice
Tracker
A complete suite to power your dental practice membership plan. Get back to spending time doing what you love – helping patients smile!
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Practices Served
Average Experience Rating
Recurring Revenue Generated
After using another’s solution for two years, Dr. Julovich with Trinity Dental was disappointed with the customer service he was receiving and the lack of ROI.
“From the moment I sat down with Plan Forward, I knew this was where I needed to be. “
Dr. Julovich is now able to offer an option to his patients that not only is valuable for them, but positively impacts his business.”
Dr. Julovich, Trinity Dental
“When I started at Dr. John’s practice, they were managing the in-house membership plan by hand in an excel spreadsheet. It was cumbersome and time consuming and we knew we weren’t maximizing what a dental membership plan could really do for a practice. We made the decision to partner with Plan Forward and use their software platform and expertise to move our membership to the next level. Now we are growing the plan and the practice faster than we ever could have imagined.“
Ashley Lozada, RDH, John Fornetti Dental Center
